Legacy Capital Wealth Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1766228 LITTLE ROCK, AR

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$272,906

-$6,650 QoQ

Shares Held

2,156

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,884

of 2,446 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $1,721,889 across 5 Utilities - Regulated Electric names. DUK ranks #4 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,767	$506,169
2	WEC	Wec Energy Group, Inc.	3,745	$437,303
3	IDA	Idacorp Inc	2,057	$311,224
4	DUK	Duke Energy CORP This page	2,156	$272,906
5	PCG	PG&E Corp	11,551	$194,287

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,906	2,156	+1.0%	Shares	Sole	2026-08-12
2026-03-31	$279,556	2,135	-8.1%	Shares	Sole	2026-05-15
2025-12-31	$272,161	2,322	-4.2%	Shares	Sole	2026-01-16
2025-09-30	$299,970	2,424	+10.8%	Shares	Sole	2025-11-13
2025-06-30	$258,066	2,187	+3.5%	Shares	Sole	2025-08-13
2025-03-31	$257,844	2,114	+6.0%	Shares	Sole	2025-05-02
2024-12-31	$214,941	1,995	-3.0%	Shares	Sole	2025-01-30
2024-09-30	$237,056	2,056	-95.8%	Shares	Sole	2024-11-04
2024-03-31	$4,742,368	49,037	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.